Archive for September, 2015

The odds that we may get a U.S. president who understands that the road to wealth is paved with high tech have increased significantly over the past few weeks.

Of course, I’m talking about Republican presidential candidate Carly Fiorina. As the former CEO of Hewlett-Packard Co. (NYSE: HP), Fiorina hails from Silicon Valley and, therefore, grasps the ever-growing importance of the cloud, Big Data, the Internet of Everything (IoE) and other tech sectors in both our lives and the U.S. economy.

When I first introduced you to Fiorina back in July, I was among the very first investment analysts to suggest this former tech executive should be taken seriously. At the time, she was barely a blip on the national media’s radar screen and was polling in low single digits.

Since then, she’s made a strong name for herself, primarily by shutting down GOP frontrunner Donald Trump during a debate that polls show she won.

And now polls show her tied for third place in the Republican presidential horse race.

But there was one question I decided to save because it deserves its very own conversation. It comes from “Gwynne B,” who describes herself as being 70 years old and an investing “true novice” -and wants to know how to get started as a tech investor

I get this question all the time from everyone from college students to retirees.

And the advice I want to share with you today applies to just about everyone who is just getting started in the stock market – even the very turbulent market we’ve been seeing all year long.

Today I’m going to show you three investments that will do two things.

First, they will help you get started by providing a solid foundation for your portfolio

The fact that Xi is attending a tech forum today before he meets with the presidenton Thursday perfectly illustrates the importance of the technology sector for the world’s two largest economies.

According to common wisdom among tech analysts and other news commentators, Xi is stopping in Seattle to drum up the tech industry’s support in his efforts rebuild good relations between the two nations. After all, China is – deservedly – receiving a lot of criticism regarding its Internet censorship, cyber-spying, currency manipulations and military adventures in the South China Sea.

But I believe this “noise” misses a much larger point for tech investors…

Despite the bad headlines coming out of the world’s most populous nation, China still boasts one of the globe’s fastest growing economies. And the country’s move to become a more consumer- and tech-focused economy puts e-commerce front and center.

That means, in the long term, if you want to make money in tech, you must aim a portion of your portfolio at Chinese e-commerce.

And today I’m going to tell you about what I think is the best way to play China’s renewed emphasis on e-commerce.

Back about a year and a half ago, I told you about a tech leader that would allow you to “laugh at the next big selloff.”

And, well, since then, the market has been no joke. In fact, it’s been absolutely turbulent – including last month’s big sell-off.

The Standard & Poor’s 500 Index is down by roughly 5% so far this year — while the tech stock I recommend back then is at breakeven. That means its shares have crushed the overall market by some 35% since I first recommended it.

And now Wall Street is waking up to the incredible value in this diversified tech play.

Indeed, TheWall Street Journal ran a story Sept. 2 touting one of the main points I made to you some 18 months ago – that this company is one of the nation’s top M&A engines.

That said, I still get giddy every time the fall Apple Inc. (Nasdaq: AAPL) product announcements come around. After all, Apple is the leader in consumer electronics and operating systems – the biggest and most important tech company in the world

And this year certainly didn’t disappoint.

However, while everyone is distracted by the iDevice King‘s impressive new lineup of hardware – or sharing jokes about the Apple Pencil around the watercooler – it’s what the company has brewing behind the scenes that investors like you should be paying attention to.

When you look at a number like that, a $133 million award sounds insignificant.

But the focus of that spending – on advanced cybersecurity – that very meaningful to tech investors like you.

On Sept. 1, Uncle Sam issued this “identity theft insurance” contract to privately held ID Experts. It did so to protect the 21.5 million Americans whose personal information was stolen as part of a 2014-’15 cyber-theft at the U.S. Office of Personnel Management.

It’s all part of a massive push – $14 billion in fiscal 2016 alone – by the nation’s leaders to thwart cyber intrusions at federal agencies and other critical places like banks and brokerages.

Of course, not all of these contracts are going to privately held firms or small and risky cybersecurity specialists.

Today I want to show you how to profit from a defense tech leader that recently opened up a new line in federal cybersecurity – a business that’ll be growing at a hefty, steady pace between now and at least 2020.

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